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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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eMoney Advisor


eMoney's top rated technology provides an online window for both advisors and clients to see a complete and current view of all their assets at any time, from anywhere. eMoney helps advisors innovate their practice resulting in deeper client relationships, increased revenue, and the ability to differentiate their services from the competition.

We offer a 10% discount off our standard subscription price for eMoney Advisor users. Please select eMoney under Alliance when subscribing.